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Abound Wealth Management’s PG&E PCG Stock Holding History

Abound Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$640 Sell
38
-351
-90% -$5.91K ﹤0.01% 902
2026
Q1 		$6.83K Buy
389
+130
+50% +$2.21K ﹤0.01% 647
2025
Q4 		$4.16K Hold
259
– – ﹤0.01% 718
2025
Q3 		$3.91K Buy
259
+38
+17% +$554 ﹤0.01% 697
2025
Q2 		$3.08K Hold
221
– – ﹤0.01% 677
2025
Q1 		$3.8K Sell
221
-193
-47% -$3.2K ﹤0.01% 591
2024
Q4 		$8.36K Sell
414
-75
-15% -$1.53K ﹤0.01% 424
2024
Q3 		$9.67K Buy
489
+74
+18% +$1.39K ﹤0.01% 417
2024
Q2 		$7.25K Sell
415
-12
-3% -$211 ﹤0.01% 419
2024
Q1 		$7.16K Buy
427
+4
+0.9% +$67 ﹤0.01% 443
2023
Q4 		$7.63K Buy
423
+123
+41% +$2.08K ﹤0.01% 421
2023
Q3 		$4.84K Sell
300
-142
-32% -$2.44K ﹤0.01% 467
2023
Q2 		$7.64K Buy
442
+233
+111% +$3.95K ﹤0.01% 392
2023
Q1 		$3.38K Buy
209
+66
+46% +$1.04K ﹤0.01% 498
2022
Q4 		$2.33K Buy
143
+111
+347% +$1.68K ﹤0.01% 518
2022
Q3 		$395 Buy
+32
New +$375 ﹤0.01% 670

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Abound Wealth Management's PCG Position: Q2 2026 in Review

Abound Wealth Management reduced its PG&E (PCG) stake by 90% in Q2 2026, selling an estimated $5.91K and leaving 38 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Abound Wealth Management first reported a position in PCG in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.67K in Q3 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Abound Wealth Management held 38 shares of PG&E worth $640 as of Q2 2026.
  • Abound Wealth Management sold 351 PG&E shares in Q2 2026, an estimated $5.91K.
  • PG&E made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #902 holding.
  • Abound Wealth Management first reported a position in PG&E in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's PG&E position peaked at $9.67K in Q3 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.